The Gradow Advantage
Clarity, Integrity, Expertise
Confidence in your financial future begins with the
sense that you have been understood: that your needs
and goals have been recognized by individuals who
listen, and who provide clear explanations of crucial
Gradow Capital Management (GCM) instills this confidence.
Our seasoned advice is based on years of experience
in financial markets and portfolio management. GCM
offers a disciplined approach that rests on time-tested
philosophies, objective analysis, and an appreciation
of our clients’ individual concerns.
In a world of dizzying options, GCM provides the strategic
vision to grow your wealth and give clarity to your
Proprietary Investment Models
Gradow Capital Management helps families and institutions
grow and protect their wealth through proprietary
investment models designed to:
- enhance long-term performance
- moderate inflation effects
- reduce risk
- incorporate both personal and inter-generational
These models are customized, risk-appropriate, and
offer maximum growth potential. They utilize knowledge
gained over numerous economic cycles and incorporate
the best of recent academic research.
Individual security selection and active trading
are a sub-optimal approach to wealth accumulation.
GCM's approach is long-term and comprehensive.
Our portfolios are not tied to one fund, one market,
or one investment style, but utilize best-of-class investment
options while emphasizing low-cost, low-turnover, no-load
The average Relationship Manager at a large investment
firm may have as many as 300 clients and very little
time to devote to your individual needs. High
employee turnover means that clients are often shuffled
among different account managers, none of whom gains
a complete understanding of a client’s needs.
GCM takes a decidedly different approach. Our
limited client base allows for highly individualized
attention that emphasizes continuity in service.
As a fee-only wealth manager, GCM ties its compensation
to the size and performance of your portfolio, rather
than to fund commissions or transaction fees.
Our value is measured solely by the results we achieve
and the relationships we build.
Unlike many sales-driven business models, GCM has only
interest at stake—and bases its
advice on years of experience in financial markets and
Seasoned, Expert Advice
Gradow Capital Management offers a wealth of investment
experience embodied in its owner and founder, Steve
Gradow. As a former director of a $12 billion
money-management firm (Allied Investment Advisors),
Steve has guided and directed portfolios for major
non-profits, universities, and religious organizations,
as well as Taft Hartley and State pension clients.
His success - even during challenging market conditions
- stems from a rigorous, disciplined approach that
builds structural integrity into each portfolio.
Steve specializes in the wealth management of high-net-worth
individuals and families, particularly those with
complex financial needs and inter-generational concerns.
Adept at partnering, he forms strategic alliances
with attorneys and other professionals to augment
Steve’s insights into the investment process,
together with risk control analysis, shape the foundation
of the GCM approach.